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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Capital Planning Advisors
California
$8.76M -$1.47M -14,906 -13%
SC
77
Savant Capital
Illinois
$8.45M -$224K -2,268 -2%
WGCA
78
Wolf Group Capital Advisors
Virginia
$8.13M +$2.33M +23,521 +35%
BTI
79
Blue Trust Inc
Georgia
$7.77M +$7.35M +74,350 New
LIA
80
LS Investment Advisors
Michigan
$7.67M -$808K -8,168 -9%
WP
81
WealthSource Partners
California
$7.49M -$9.54M -96,509 -54%
CSWG
82
Cardinal Strategic Wealth Guidance
Kentucky
$7.14M +$2.68M +27,146 +52%
Nomura Asset Management
83
Nomura Asset Management
Japan
$7.08M
US Bancorp
84
US Bancorp
Minnesota
$7.07M -$514K -5,202 -6%
B
85
Barings
North Carolina
$7.03M -$4.17M -42,190 -35%
AHC
86
Anderson Hoagland & Co
Missouri
$6.95M +$137K +1,387 +2%
Goldman Sachs
87
Goldman Sachs
New York
$6.92M -$413K -4,179 -5%
VHAM
88
Van Hulzen Asset Management
California
$6.65M -$2.72M -27,516 -27%
MFA
89
Mayflower Financial Advisors
Massachusetts
$6.62M -$1.27M -12,829 -15%
CFO
90
Custos Family Office
Texas
$6.57M +$579K +5,853 +9%
SFBLI
91
Southern Farm Bureau Life Insurance
Mississippi
$6.51M
SPIA
92
Steward Partners Investment Advisory
New York
$6.49M -$1.3M -13,125 -15%
EH
93
Equitable Holdings
New York
$6.48M -$3.37M -34,099 -32%
SWM
94
Scissortail Wealth Management
Oklahoma
$6.43M +$5.81M +58,724 New
PAS
95
Park Avenue Securities
New York
$6.42M -$49.3M -498,875 -88%
GA
96
GoalVest Advisory
New York
$6.38M +$232K +2,347 +3%
PAG
97
Private Advisor Group
New Jersey
$6.23M -$2.77M -28,030 -29%
GIA
98
Goodwin Investment Advisory
Georgia
$6.1M +$627K +6,337 +10%
Lido Advisors
99
Lido Advisors
California
$5.47M -$127K -1,284 -2%
FTA
100
Financial & Tax Architects
Missouri
$5.46M -$1.54M -15,613 -21%